+160.1%
MPWR vs OVV
+85.0%
+75.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | 0.0% | +16.6% | +16.6% |
| 7D | +11.6% | -10.7% | +22.3% | +15.5% |
| 30D | +0.1% | -5.3% | +5.4% | +1.4% |
| 3M | -0.8% | +2.4% | -3.2% | -2.6% |
| 6M | -13.0% | +5.7% | -18.7% | -16.2% |
| YTD | +53.9% | +56.8% | -2.8% | +26.8% |
| 1Y | +45.8% | +59.3% | -13.5% | +18.9% |
| 3Y | +194.3% | +49.0% | +145.3% | +138.4% |
| 5Y | +160.1% | +88.1% | +72.0% | +92.4% |
| All | +160.1% | +85.0% | +75.1% | +92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded OVV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling